Latest News

  • Vanguard: China’s path to higher productivity September 21, 2017 - China’s future growth rests on an uncertain foundation China, along with the rest of the world, has experienced a long-running decline in productivity growth—a decline that accelerated after the global financial crisis (Figure 1). In fact, the country’s total factor productivity is at nearly its lowest level in 20 years, as the impact of past reform efforts and the catch-up effect Continue Reading
  • Tucker: Understanding the risks of bond market investing September 21, 2017 - Selecting bonds that match your investment goals is easier said than done. Matt explains. I have been going over some of the most common mistakes in bond investing and reminding investors not to forget the purpose of their fixed income investments. Building on that, today let us explore the curious blunder of investors making investments that don’t match their goals. On the Continue Reading
  • Eurozone politics are becoming boring again September 19, 2017 - BlackRock’s Richard Turnill outlines his view regarding the near-term outlook for European politics (there is a period of calm ahead) and what it means for markets and investors.   Earlier this year we wrote about the increasingly positive outlook for European equities and we highlighted a few of the ETFs that provide exposure to European markets; Time to Revisit European Equities   Richard spells out Continue Reading
  • And If you were … (TWTW – Sept 11 – 15, 2017) September 18, 2017 - “And If you were” … In Venezuela or Ecuador, or North Korea or a bunch of parts like that, or if you were a drug dealer, a murderer, stuff like that, you are better off doing it in bitcoin than U.S. Dollars … Jamie Dimon, CEO, JPMorgan, on Bitcoin, adding that he’d fire any trader at his firm dealing in Continue Reading
  • 2017 Winners make peculiar bedfellows – Koesterich September 14, 2017 - BlackRock’s Russ Koesterich, CFA, explores why both risky assets and traditional safe havens have performed well this year, and whether that can continue. Thus far, 2017 has been notable for solid gains, not intellectual consistency. For various reasons, investors have demonstrated a marked preference to “barbell” their risk. Year-to-date performance suggests a preference for either very risky or very safe Continue Reading
  • “Surprise” Stephen … (TWTW – Sept 4-8, 2017) September 10, 2017 - “Surprise” Stephen … Well, one thing is for certain, markets didn’t see Stephen Poloz coming with his second 25bps hike, delivered this week. The consensus was – later aka October, likely – but September, nope, et pourtant – a second BoC hike materialized… CAD surged, and meanwhile, the odds of a further hike by year end are nearing certainty. My Continue Reading
  • Nolan: Trying to pick winners isn’t enough September 8, 2017 - Investing is more than just picking securities whose prices you feel will go up the most. Patrick explains why a disciplined process for analyzing available instruments is an elemental step in portfolio construction. Deciding on the most fitting vehicles to implement a strategy is no easy task. The investments we want to own in the portfolio can conflict with the Continue Reading
  • Perception vs reality – How clients view Advisors September 8, 2017 - The following article from Vanguard is written for Investment Advisors, with advice on how to best serve clients. We believe it is also a good overview for individual investors, to help them develop realistic expectations for their Advisors. Overall, a few good points for both the Investment Advisor as well as the client! Are you a golfer? How long does Continue Reading
  • Vanguard – Five reasons timing the equity market is so difficult September 5, 2017 - Timing the equity market becomes much more challenging, however, without the benefit of hindsight
  • Seasonal Glitch? (Perspectives – September 2017) September 4, 2017 - Seasonal Glitch? Aside from the fact that September and October have generally proved plenty challenging to markets, we now have to contend with a continuing escalation of both rethoric, as well as provocative acts on the part of North Korea … Markets, which to this point, have been rather resilient and seemingly immune to politics, domestic and otherwise – look Continue Reading